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Electric Vehicles

Electric vehicles replace the engine and fuel tank with a motor and a battery pack, which rewrites both the supply chain and the cost structure of a car. Battery cost and charging convenience set the pace of adoption.

124 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
151
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$198M +$33.6M 8 0.73% Increased
152
Victory Capital Management
Victory Capital Management
Texas
$196M -$25.9M 10 0.4% Reduced
153
Robeco Schweiz
Robeco Schweiz
Switzerland
$195M +$16.8M 4 7.6% Increased
154
WP
Warburg Pincus
New York
$194M +$229M 1 3.53% New
155
Two Sigma Advisers
Two Sigma Advisers
New York
$192M -$24.4M 11 0.47% Reduced
156
NSLI
Nan Shan Life Insurance
Taiwan
$186M +$57.6M 4 3.61% Increased
157
Douglas Lane & Associates
Douglas Lane & Associates
New York
$183M +$6.05M 3 3.6% Increased
158
Royal London Asset Management
Royal London Asset Management
United Kingdom
$181M +$180M 6 1.86% Increased
159
KBC Group
KBC Group
Belgium
$179M +$26.1M 12 1.35% Increased
160
NM
Nokota Management
New York
$176M +$21.2M 2 2.74% Increased
161
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$173M -$25.6K 3 5.41% Reduced
162
CC
Carlson Capital
Texas
$171M -$34.6M 4 2.13% Reduced
163
MAM
Melqart Asset Management
United Kingdom
$171M -$11.4M 1 15.96% Reduced
164
Silvercrest Asset Management
Silvercrest Asset Management
New York
$170M -$458K 7 1.54% Reduced
165
Sachem Head Capital Management
Sachem Head Capital Management
New York
$169M +$33.6M 1 7.87% Increased
166
MIHAS
Maj Invest Holding A/S
Denmark
$165M +$27.7M 1 8.01% Increased
167
IAM
Iridian Asset Management
Connecticut
$163M +$22.5M 1 1.64% Increased
168
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$160M +$2.85M 16 0.72% Increased
169
SSM
Sound Shore Management
Connecticut
$158M +$13.6M 2 2.7% Increased
170
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$156M +$92.9M 9 1.19% Increased
171
SCCM
Schafer Cullen Capital Management
New York
$154M +$7.62M 4 2% Increased
172
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$154M +$22M 10 1.18% Increased
173
SCA
Southpoint Capital Advisors
New York
$154M +$173M 1 5.94% New
174
Royce & Associates
Royce & Associates
New York
$152M +$12M 9 1.05% Increased
175
SG Americas Securities
SG Americas Securities
New York
$150M +$28.2M 16 1.11% Increased